2Item Creation

This chapter contains the following:

Create single or multiple items and apply predefined templates.

Creating Single Items

You can begin creating an item from multiple places in the UI. Start by providing basic information such as master organization, number of items (in this case, one item), and item class. Then you will select the templates which will be applied to the items. The templates will be applied sequentially, meaning options in the second template will overwrite any options in the first and so on. Next, required attributes must be provided. If mandatory attributes were defined in the item class, then they must be provided.

Use the data level attributes in the specifications tab to enter or view different aspects of the item, such as the base standard operational attributes. You can optionally specify descriptive flexfields at the Item or Item Revision levels. If you are licensed to use Oracle Fusion Product Hub, you can specify extensible flexfields to capture attributes of the item at the Item, Item Revision and Item Supplier Site levels.

While creating items in the user interface, you can optionally:

  • Define an item structure

  • Assign to organizations

  • Create relationships

  • Assign catalog categories

  • Add attachments

Note: While creating items based on certain attribute values, automated processes for item category assignments may be performed. If functional area catalogs are not defined, item assignments for those functional areas are skipped. When creating items, item rules are evaluated and appropriate messages are displayed. If data quality checking is enabled, the results of the check are displayed. If an item's item class has variant attribute groups, the Style Item option is selected by default in the Create Item dialog.

Creating Multiple Items

When creating a new item, you have the option of creating more than one item simultaneously. In situations where you have to create numerous items that share some common characteristics, it is best to use this procedure.

Creating multiple items begins much the same as creating a single item. Where you enter one for the number of items in the single item scenario, for multiple items you enter a number greater than one. You will be taken to the Create Multiple Items page where you must specify the details for each of the items in the table.

Public Items

Public items are those items that you create in an item class, where the Public check box is preselected. Data security is not enabled for public items, except in the case of user-defined attributes. If you want to control the access to attribute groups, you must define the data security for user-defined attributes.

All internal users have access to items that are public. You can also control the access to specific items in public item classes at the item level. For example, if you want to introduce a new product for an existing line of products, you may want the new product to have restricted access until the product is released. You can create the new product as an item and then mark the products as private at the item level in the Item Security dialog box. The Item People tab on the Edit Item page is hidden. Use the Item Security dialog box to set up data security for the item.

Follow these steps to open the Item Security dialog box and provide data grants:

  1. From the Product Information Management work area, click the Tasks panel drawer, and select Manage Items.

  2. Search for the item and click on the item number link in the Search Results table.

  3. On the Edit Items page, click Actions> Manage Item Security. The Item Security dialog box opens.

    You now can provide data grants for the item.

For each new item, you can deselect the Public check box to make the item a private item and the data security for this item is generated automatically for the logged in user. The owner of the item can add additional data security to provide limited access to other users to the new product.

The Create Item action allows the user to select the Create from Copy option and to enter the item you want to copy from. One or more items can be created by copying.

Create an Item by Copying

The following can be copied from an existing item:

  • Attributes

  • Relationships

  • Structures

  • Organization assignments

  • Attachments

  • Supplier organization assignments

  • Catalog Category assignments

Attributes

Indicate whether you want to copy the attributes and then apply the templates or apply the templates and then copy the attributes. On the Specification tab, select the list of attribute groups available for copying attribute values.

Relationships

On the Relationships tab, select the relationships, organization assignments, and attachment categories to be copied to the new item.

Structures

On the Structures tab, select the structure to be copied to the new item. You can also decide to create a common structure instead of copying it.

Attachments

You can also select attachments.

When you create an item, a default revision is automatically created. Also, you can create item revisions based on item definition changes. Generally, if there is a change in the form, fit, and function for an item, then a new revision is automatically created. Organizations may decide to create either new items or new revisions to capture major changes that affect the form, fit and function of an item.

You can capture revision level changes using revision level attributes. To use revision level attributes, you have to create a new revision.

Item revisions are specific to the organization the item is assigned to. So, the same item can have 10 revisions in Organization A and only 5 revisions in Organizations B. In Product Hub, when you create a revision, you must specify an effective date. The effective date of a new revision also signifies the end date of the prior revision. Therefore, at a given time only one revision can be effective.

Item-revision-level attributes can have different values for different revisions. However, item structures aren't revision specific. If the start and end dates of the structure components match with the start and end dates of an item revision, then item structures act as revision-effective structures. Revision-effective structures are structures that are valid from a start revision to an end revision. You can also create an item revision in the context of a change order. In such cases, the new item revision becomes effective when you implement the change order.

In Product Development, you can create item revisions only in the context of a change order.

Trading partner items are items that are external to the Product Hub application. The Manage Trading Partners and Trading Partner Items task allows these trading partner items to be added to the Product Hub as a trading partner item and then related to a Product Hub item as needed. Create trading partner items using the Manage Trading Partners and Trading Partner Items task available in the Product Information Management work area.

Search for Trading Partner Items

The list search model is used with autosuggest search to find trading partner items. The Show Filters action opens a panel that lets you provide additional filters. Autosuggestion results show the search results in the following regions:

  • Trading Partner Items

  • Trading Partner

  • Related Items

The search results from the list search can be displayed with two different views, table view and card view. In table mode each row in the table provides information for a specific trading partner item. The following fields appear in the table view:

  • Attachments: this column contains quick access to the attachments for a trading partner item. When a blue dot is shown, the trading partner item has attachments. Clicking on the blue dot will open the right panel with the trading partner item details shown and the attachment region will be expanded. If the column contains a plus sign, the trading partner item doesn't contain attachments.

  • Relationships: this column contains quick access to the relationships between the trading partner item in the row and a product item. When a blue dot is shown, the trading partner item has relationships. Clicking on the blue dot will open the right panel with the trading partner item details shown and the Relationships region will be expanded. If the column contains a plus sign, the trading partner item doesn't contain relationships.

  • Social: this column indicates if there is a social conversation for the item. The icon will be grayed out if no social conservation exists. Clicking on the icon in the row for the trading partner item will launch the social dialog window. If conversations exist for the trading partner item, they will be listed.

  • Favorites: this column indicates if the trading partner item has been designated as a favorite when the icon is shown as yellow star. If a grayed out star appears, the user can click on the icon to mark the trading partner item a favorite.

  • Image: A small rendering of the image is shown in the row when an image has been setup for the trading partner item. An image indicating that the image needs to be setup up will be shown if no image is setup.

  • Trading Partner Item: the trading partner item number for the row.

  • Trading Partner: the trading partner for the trading partner item.

  • Type: the trading partner item type, with values of Manufacturer, Customer, Competitor or Supplier.

  • Start and End Dates: the dates the trading partner item is available.

  • Status: the trading partner item type status, with values of Active, Inactive, or Pending.

Create Trading Partner Items

In both search results views, click the Add icon to create a new trading partner item, assuming the user has the functional privilege to Manage Trading Partner Items and has a data grant for the trading partner items with the View and Maintain privilege (if data security is enabled). When the user clicks on the add action, the right hand panel expands and contains the Create Trading Partner Item content. Select a Trading Partner and Type. The Trading Partner Type has these values: Manufacturer, Customer, Supplier and Competitor. The fields will be read-only when the user only has the View data privilege for the trading partner item or for all trading partner items for a trading partner.

  • Relationships: Use this section to view, edit or add related items to this trading partner item. The Status and Relationship Status for the trading partner item are included.

  • Attachments: Use this section to maintain attachments related to this trading partner item. Ensure that you don't inadvertently add the same attachment more than once. It's possible to add attachments with the same title, description, file, or attachment category to the same trading partner item.

  • Security: If security is enabled, use this section to maintain privileges for users or user groups.

    Note: The security region will be hidden when the trading partner item is marked public.

FAQs for Item Creation

Items are used to represent product and services you sell or transact and components that make up your products and services.

Each item that you create has several standard operational attributes that determine the behavior of the item with respect to various functions, such as Purchasing, and Inventory Management. In addition to these operational attributes, the item has several user-defined attributes defined by its item class. These user-defined attributes capture item specifications and other information relevant to the product definition.

What's an engineering item?

Any item that you create in the Product Development work area is an engineering item. If you create an item using an import service, a SOAP web service, or a REST API, with the Engineering Item attribute set to Y (yes), that item is also considered an engineering item.

Are there any restrictions when viewing or editing engineering items ?

Yes. For engineering items that are in the Design lifecycle phase, you can't view or edit the Structure components and MPN relationships in the Product Information Management work area.

For engineering items that are in any lifecycle phase other than Design, you can't add or modify the Structure components and MPN relationships in the Product Information Management work area.

However, you can view, edit, or add engineering items using a change order from the Product Development work area.

How can I change an item to an engineering item?

If you create items in the Product Information Management work area, and later change the value of the Engineering Item attribute for the items to Yes, then you can manage the items in the Product Development work area, and use them as a components within a bill of materials.

An item created in the Product Development work area becomes an engineering item, and the value of its Engineering Item attribute is Yes. If you didn't create the item in the Product Development work area, then you can't update the value of the Engineering Item attribute in the Product Information Management work area, but you can update the value by one of these methods:

  • Import map

    In an import map, map your source data column for updating the Engineering Item attribute to the following column in the Master Data table:

    • Attribute group: Main

    • Attribute: Engineered

    • Internal Name: ENGINEERED_ITEM_FLAG

    • Data Type and Length: VARCHAR2(1)

    • Column Value: Y or N

  • File-based data import (FBDI)

    In a file-based data import template, enter your upload data for updating the Engineering Item attribute in the following column:

    • XLSM template: ItemImportTemplate.xlsm

    • Worksheet: EGP_SYSTEM_ITEMS_INTERFACE

    • Transaction Type: UPDATE

    • Column header: Engineered Item Flag

    • Column value: Y or N

  • Items Version 2 REST resource

    In your call to the Items Version 2 REST resource, specify the value for the EngineeredItemFlag parameter:

    • Method: PATCH

    • Path:/fscmRestApi/resources/11.13.18.05/itemsV2/{itemsV2UniqID}

    • Body parameter: EngineeredItemFlag

    • Parameter value: true or false

    • Example of JSON request body (partial):

      {
      ...
          "EngineeredItemFlag": true,
      ...
      },
      

If more than one item template is selected, they will be applied sequentially. This means that if the same attribute is defined in more than one template, the value of the attribute as set in a subsequent template in the sequence will override the previously set value for that attribute. For example, if template 1 sets the Order Enabled attribute to Yes and template 2 set the same attribute to No, then attribute value will be set to No.

You create new revisions from the Manage Revisions dialog box. Revisions can also be created by a change order.

A trading partner can be deleted only if no trading partner items are assigned to the trading partner. Only Manufacturer, Customer, and Competitor trading partners can be deleted.

How can I use social networking to solicit opinions and feedback for a new item or product from members of multiple departments??

To successfully launch a new product or item, you need to ensure that the blueprint for the product accurately reflects what customers need and want. To achieve that level of confidence, you can solicit the opinions and feedback of people all over your company, from sales, to marketing, to research and development. On a catalog category's detail page, click the Social button to open Oracle Social Network. Create one or more conversations around any of the items in the category, and invite others to contribute, including those who don't have access to edit the items themselves. These exchanges are permanently associated with that category for future reference.